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Import Fidelity Tax Information Into TurboTax®

If you are a Fidelity customer and use TurboTax®, you can import certain information directly into the software.

What information you can import

While you can't import all of your Fidelity or NetBenefits® information, you can import some of the most useful parts.

  • For brokerage and other nonretirement accounts: Form 1099 and other cost basis information
  • Individual retirement accounts (such as IRAs): Form 1099-R.
  • If Fidelity processes your paycheck: W-2 information.

When to import your information

In general, you can start importing your tax information on January 29; however, we recommend waiting until you receive your official tax form as it may contain additional information or adjustments. No matter when you decide to import your information, it's important to double-check it against your official forms to help ensure accuracy.

How to import more than 250 transactions

If you have more than 250 transactions, try using the desktop or CD version of TurboTax. While there's no limit to the number of transactions you can import using the online version, you may experience technical glitches if you attempt to import more than 250 transactions.

In addition, each entry field has a limit of nine characters. This includes commas. In both the online and desktop versions of the software, the largest accepted number is 9,999,999 (seven digits and two commas).

Next step

Save on TurboTax
Get up to $20 off TurboTax software.

When Your Tax Forms Will Be Available
Find out when your official tax forms will become available.

Tax Statement Guides
Get line-by-line help in understanding your tax form.

Tax preparation and third-party software FAQs
Get answers to some of the most frequently asked tax questions.

Tax Topics for Investors
Learn more about the tax issues most often on the minds of Fidelity customers.

More information

  • Direct deposit your refund

    Get instructions for having your tax refund sent directly to your Fidelity account.

  • Gainskeeper®

    Software that helps any investor track cost basis and manage capital gains and losses

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Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

The third-party trademarks appearing herein are the property of their respective owners.

Software products are provided as a convenience to you, and Fidelity bears no responsibility for your use of, and output associated with, such products. The information and products made available to you are not intended to be, and should not be construed as, legal or tax advice or a legal opinion.
Before using this information, review important legal information and terms of use applicable to products, services, and/or information provided or accessed herein by the following companies:

Intuit® 
The use of the TurboTax® branded tax preparation software and web-based products is governed by Intuit's applicable license agreements. Intuit, the Intuit logo, TurboTax® and TurboTax® Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries and are used with permission. Intuit is not affiliated with Fidelity Brokerage Services (FBS) or their affiliates. Intuit is solely responsible for the information, content and software products provided by Intuit. Fidelity cannot guarantee that the information and content supplied is accurate, complete, or timely, or that the software products provided produce accurate and/or complete results. Fidelity does not make any warranties with regard to the information, content or software products or the results obtained by their use. Fidelity disclaims any liability arising out of your use (or the results obtained from, interpretations made as a result of, or any tax position taken in reliance on information provided pursuant to, your use) of these Intuit software products or the information or content furnished by Intuit.

See Intuit’s terms of service.

GainsKeeper®
The use of GainsKeeper branded products is governed by Wolters Kluwer Financial Services (Wolters Kluwer) applicable license agreements. GainsKeeper and the GainsKeeper logo are registered trademarks and/or service marks of Wolters Kluwer. Wolters Kluwer is not affiliated with Fidelity Brokerage Services (FBS) or their affiliates. Wolters Kluwer is solely responsible for the information, content and software products provided by it. Fidelity does not explicitly or implicitly endorse or approve such information, content or products. Fidelity cannot guarantee that such information and content supplied is accurate, complete, or timely, or that the software products provided produce accurate and/or complete results. Fidelity does not make any warranties with regard to the information, content or software products or the results obtained by their use. Fidelity disclaims any liability arising out of your use (or the results obtained from, interpretations made as a result of, or any tax position taken in reliance on information provided pursuant to, your use) of these Wolters Kluwer software products or the information or content furnished by Wolters Kluwer.

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